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Metalogix Essentials for Office 365 2.4 - User Guide

Metalogix Essentials for Office 365 User Guide
Administrator Architect Backup
Interface Overview Common Functions
Connecting to SharePoint and OneDrive for Business Connecting to Cloud Storage Global and SharePoint Administrators Hyper Backup Creating a Full Backup Creating an Update Backup Creating an Exchange Online Mailbox Backup Creating an Office 365 Group Backup Creating a OneDrive for Business Backup Backup Resume Backup Search Restore from Backup Scheduling Backup Jobs Retention Policies Import/Export Backup Archives Moving the Backup Location Backup Project Conversion
Interface Overview Common Functions
Connecting to Drives Copy Google Drive Copy File Share Copy My Sites to OneDrive for Business Copy Tenant Copy Box Copy Dropbox OneDrive Management Progress Tab Hyper Migration Path Length Overflow
File Manager Informant Migrator
Interface Common Functions
Connect to SharePoint and OneDrive for Business Global and SharePoint Administrators Copy Sites Live Compare Copy Lists and Libraries Copy, Move, and Tag SharePoint Content Copy Alerts Pre-Migration Report Azure Turbo Mode In-Place Tagging of SharePoint Items Incremental Copy Nintex Workflow Migration Orphaned Users Copy Preserving Content Authorship and Approve/Reject Statuses Save Site to XML Using Scripts and Integration With Windows Task Scheduler
Profile and Global Variables Public Folders for SharePoint Reporting and Re-Mapping Users and Templates Security Manager Term Store Manager Scripts Wizards Appendix

Import Certificate

When working with an on-premises LDAP server, certain operations like AD password resets are required to take place over a secure connection (SSL).  Due to this requirement, our actions will need access to your LDAP certificate.  If LDAPS is not already configured in your environment, please talk with your Active Directory Administrator or consider reading the following Wiki article for guidance:

Note: Without LDAPS, you will be able to perform all AD operations with the exception of creating users or updating user passwords.

Administrator will support the detection and import of LDAP certificates.  When you attempt to perform the first operation that requires a valid certificate, you will receive a message in the log indicating that a certificate is required and has been located.  At this point, restart the software and attempt this operation again.

The following requirements have been deprecated as of August 31, 2015.

If your LDAPS (Lightweight Directory Access Protocol (LDAP) over Secure Sockets Layer (SSL) / Transport Layer Security (TLS) is already configured, then the process will be fairly straightforward.  If not, then talk with your Active Directory Administrator for further assistance.

If LDAPS is already configured, please follow this steps:

1.Export the certificate from your LDAP server.  If you are not able to access your LDAP server, please contact your Actve Directory Administrator for assistance.

2.Click the Import Certificate button in the Administrator ribbon.

3.Select the *.cer file and click OK

4.The contents of this certificate will be displayed.  Click OK to close this dialog and begin the import process.

5.When prompted, restart the application to complete the import process.

If LDAPS is not already configured, please talk with your Active Directory Administrator or consider reading the following Wiki article for guidance:

Import External List (CSV)

Import External List will allow you to pre-create a CSV file containing a list of users and associated attributes.  Once imported, you can then perform either a Quick or Custom Action against a selected set of these users.

To use this option:

1.Right click on the Tenant level Office 365 node in the Navigator. Choose the "Import External List (CSV)" option.administrator import external lists1

2.Locate and then select your CSV file and click OK to open it within a new Service Manager view.

3.You may now select the users from this view and perform quick or custom actions against them.
administrator import external lists2

Below you will find example templates that can be used to Create new Active Directory Users or Create new Office 365 Cloud Users.  If you would like to create your own CSV file, you can do so simply by selecting one or more users from your Active Directory Users or Office 365 Users View and choosing the Export to CSV option.

Download the new Active Directory User example template: Active Directory User Template

Download the new Office 365 Cloud User example template: Office 365 Cloud User Template


This section provides an overview of the available reports.

Collect Data

The first step to using Metalogix Administrator is to have the tool scan your data within a specified area.  Here are the basic steps to perform the data collection.

1.Press the ‘Collect Data’ button in the Reports section of the Metalogix Administrator ribbon.  This will load the Create New Report project configuration.
Administrator Collect Data1

2.Enter a project name where your Admnistrator data will reside.
Collect Data 2

3.Expand and populate the relevant sections related to your need

oOn premise Services - If you wish to include one or more SharePoint 2007, 2010, 2013 or 2016 site collections, please populate the required values in this section.  Farm Administrator is required for all connections at the farm level.
Collect Data 3

oOffice 365 Services - If you wish to include one or more Office 365 Services, please populate the required values in this section.  Global Administrator is required.
Collect Data 4

§Login - Enter your Global Administrator user name and click Connect to authenticate with the password.

§Include Tenant Data - Enable this option to include User Profile, Group, License and Exchange Online data

§Include SharePoint Online - Enable this option to include one or more SharePoint Online Site Collections.

§Include OneDrive for Business - Enable this option to include one or more OneDrive for Business sites.

oAdvanced Options
Collect Data 5

§Send notification - Enable this option to send an email notification when the collection is complete.

§Save to SharePoint - Enable this option and choose a SharePoint Online library to save an Excel report of the collected data.

4.Select Finish to begin the data collection now or use the Generate Script or Schedule options to perform this operation at another time.
Collect Data 6

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